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Vanguard Morningstar Mid-Cap Value ETF
VOE

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
801
BIP Wealth
Georgia
$314K – – –
AWA
802
Arete Wealth Advisors
Illinois
$313K -$67.2K -395 -18%
GFWA
803
Grey Fox Wealth Advisors
Delaware
$312K +$1.87K +11 +0.6%
SW
804
SkyOak Wealth
Michigan
$312K – – –
NDSI
805
Newman Dignan & Sheerar Inc
Rhode Island
$310K +$1.53K +9 +0.5%
EFG
806
Ethos Financial Group
Pennsylvania
$309K – – –
SIG
807
Spinnaker Investment Group
California
$306K +$298K +1,752 New
SWGC
808
Summit Wealth Group (Colorado)
Colorado
$306K -$1.19M -7,010 -89%
AWM
809
Ameliora Wealth Management
Switzerland
$306K – – –
FGI
810
Foresight Global Investors
New York
$305K +$297K +1,745 New
SIA
811
Soltis Investment Advisors
Utah
$303K -$10.4K -61 -3%
RPGK
812
Retirement Planning Group (Kansas)
Kansas
$300K -$5.28K -31 -2%
QWM
813
Quadcap Wealth Management
Texas
$298K +$170 +1 +0.1%
OFI
814
Outbound Financial Inc
Colorado
$293K – – –
OCM
815
Orleans Capital Management
Louisiana
$292K -$11.4K -67 -4%
GSWM
816
Golden State Wealth Management
California
$291K -$5.1K -30 -2%
VVP
817
Venture Visionary Partners
Ohio
$291K +$1.53K +9 +0.5%
SA
818
Sovran Advisors
California
$291K +$2.38K +14 +0.8%
LTI
819
Laffer Tengler Investments
Tennessee
$290K +$283K +1,663 New
WP
820
Wealthspan Partners
Iowa
$288K – – –
LFA
821
Legacy Financial Advisors
Kentucky
$286K -$11.7K -69 -4%
MA
822
Marquette Associates
Illinois
$285K – – –
HBWM
823
Hollow Brook Wealth Management
New York
$285K +$278K +1,633 New
PCM
824
Prospera Capital Management
Arizona
$285K – – –
OAS
825
Optivise Advisory Services
Tennessee
$284K -$1.19K -7 -0.4%
31 32
33
34 35